RWPA
Richard W. Paul & Associates’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
5,679
+304
| +6% | +$65.6K | 0.44% | 53 |
|
|
2025
Q1 | $1.07M | Sell |
5,375
-470
| -8% | -$93.8K | 0.42% | 56 |
|
|
2024
Q4 | $1.29M | Sell |
5,845
-592
| -9% | -$131K | 0.47% | 52 |
|
|
2024
Q3 | $1.42M | Sell |
6,437
-530
| -8% | -$117K | 0.51% | 45 |
|
|
2024
Q2 | $1.41M | Sell |
6,967
-856
| -11% | -$174K | 0.55% | 44 |
|
|
2024
Q1 | $1.65M | Sell |
7,823
-1,346
| -15% | -$283K | 0.66% | 34 |
|
|
2023
Q4 | $1.84M | Sell |
9,169
-196
| -2% | -$39.3K | 0.77% | 27 |
|
|
2023
Q3 | $1.66M | Buy |
9,365
+9,235
| +7,104% | +$1.63M | 0.76% | 30 |
|
|
2023
Q2 | $24.4K | Sell |
130
-22
| -14% | -$4.13K | 0.01% | 255 |
|
|
2023
Q1 | $27.2K | Buy |
152
+9
| +6% | +$1.61K | 0.01% | 246 |
|
|
2022
Q4 | $25K | Buy |
+143
| New | +$25K | 0.01% | 253 |
|